Portfolio Manager

5 days ago


Wollongong, New South Wales, Australia beBeeRelationship Full time $120,000 - $150,000
Job Title

We are seeking a seasoned customer advocate to join our portfolio management team.

Key Responsibilities:
  • Develop and maintain detailed customer knowledge and understanding of their business and financial needs.
  • Provide innovative solutions to meet customer requirements, fostering internal and external relationships to support deal design and execution.
  • Manage a diverse portfolio of customers and collaborate with stakeholders to design and execute deals.
  • Structure complex transactions with product and specialist teams.
  • Adhere to operational rhythms and risk management protocols.

Our ideal candidate brings expertise in relationship management, customer solutioning, business development, coaching, and portfolio management. If you have a growth mindset and possess most of these skills, we would like to hear from you.


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